Financial Planning – Stay the Course
An invested portfolio is never a stagnant one. This may seem like a ridiculous thing to say out loud—of course it isn’t stagnant, we want...
Tools for the Financially Wise College-Bound Parent
Today paying for college has become perhaps one of the greatest financial concerns for millions of Americans. This is completely understandable as college costs have...
Why the Fiduciary Standard is Important to You!
President Harry Truman quoted “If you can’t convince them, confuse them”. In the financial planning world this statement has truth. Financial products are becoming more...
Financial Planning: 5 Advantages to Starting Early
When should you meet with a financial planner? The short answer, now. When do most people meet with a financial planner? After a significant life event occurs. The event, such...
Investors Hungering for an Inside Scoop
It’s sooooo NOISY out there! People don’t have a good intuitive sense of how to weigh new information in light of what they already know. They...
What is a Fiduciary Financial Advisor?
Perhaps you have read about a new Department of Labor regulation that mandates anyone who provides financial advice and services for retirement assets must be...
Saving for Retirement Without a 401(k)
As more Americans find themselves without an employer-sponsored 401(k) plan, it becomes even more important for investors to understand their options for retirement planning. Although...
How to Create Your Own Pension
The pension, as we know it, has pretty much gone the way of the dinosaur. The ongoing exception is the public employment sector. However, most...
To Roll Over or Not to Roll Over Your Retirement Plan?
When someone leaves a job and they have a retirement plan that was offered from that employer (ex: a 401(k) or 403(b) plan), the person...
The High Cost of the College Investment
Second to purchasing the family residence, the financial support parents provide to children attending college is the largest financial expenditure made by most families. It...
